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50442670 Oracle Purchasing

50442670 Oracle Purchasing

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Oracle Purchasing

R12 Financials Functional Foundation

Copyright © 2007, Oracle. All rights reserved.

Objectives

After completing this lesson, you should be able to do the following: ‡ Discuss purchasing activity from requisition to receipt of goods ‡ Identify the major tables used in purchasing and receiving:
± ± ± ± Suppliers Purchase Requisition Purchase Orders Receipts

‡ Discuss the open interfaces and application program interfaces for purchasing
1-2 Copyright © 2007, Oracle. All rights reserved.

Agenda

‡ Overview of Purchasing activity from requisition to receipt of goods ‡ Major tables used in Purchasing and Receiving:
± ± ± ± Suppliers Purchase Requisition Purchase Orders Receipts

‡ Open interfaces and application program interfaces

1-3

Copyright © 2007, Oracle. All rights reserved.

Purchasing Integration

Oracle Payables Oracle General Ledger Oracle Human Resources Oracle Assets Oracle Cost Management Oracle Purchasing

Oracle Cash Management Oracle Project Accounting Oracle CBC Oracle Alert Oracle Workflow

Purchasing Integration
1-4 Copyright © 2007, Oracle. All rights reserved.

Purchasing Process

AutoCreate Create requisition Purchasing document

Approve requisition

Receive goods

Send to supplier

Approve document

1-5

Copyright © 2007, Oracle. All rights reserved.

Professional Buyer¶s Work Center The Buyer¶s Work Center is a web-based workbench from which buyers can perform many of their daily tasks: ‡ View and act upon requisition demand ‡ Create and manage purchase orders ‡ Create and manage purchase agreements ‡ Run negotiation events including auctions and RFxs ‡ Manage supplier information ‡ Manage contract deliverables 1-6 Copyright © 2007. All rights reserved. . Oracle.

All rights reserved. .Unified Procurement Catalog Access Single catalog shared by the entire Oracle Procurement suite: ‡ iProcurement-like search capabilities for purchasing users ‡ Add catalog items to purchase order and agreement lines ‡ Replace non-catalog requests with lines from the catalog Supplier Direct access to supplier catalogs 1-7 Copyright © 2007. Oracle.

‡ Distribute expenses across multiple cost centers. Oracle. ‡ Review status and action history of your requisitions. ‡ Create internally and externally fulfilled requisitions.Purchase Requisitions ‡ Edit and review requisitions online. . All rights reserved. 1-8 Copyright © 2007. ‡ Automatically source requisitions from open purchase agreements and quotations. ‡ Utilize requisition templates for items you purchase frequently.

Purchase Requisition Process Demand Inventory WIP ASCP/MRP Order Mgmt Import / Reschedule Requisitions Internal Sales Order Order Entry Supplier Manually Requisition 1-9 Copyright © 2007. Oracle. All rights reserved. Approval Requisition Pool .

Purchase Requisitions Information Flow Oracle MRP Requirements Suppliers Oracle Inventory Subinventory Replenishment Oracle WIP Outside Processing Oracle Order Management Drop Shipments Purchase Orders Purchase Requisition Process 1 . . All rights reserved.10 Copyright © 2007. Oracle.

.Purchase Order Process Requisition Pool AutoCreate Approve PO Manually Create Accept Receive against PO 1 . Oracle.11 Revise Control Match Invoices against PO Maintain Documents Copyright © 2007. All rights reserved.

Oracle.Purchase Order Types Standard Purchase Order Header Line Shipment Distribution Planned Purchase Order Header Line Shipment Distribution Blanket Release Shipment Scheduled Release 1 .12 Blanket Agreement Header Line Contract Agreement Header Standard PO Header Line Shipment Distribution Distribution Copyright © 2007. . All rights reserved.

13 Copyright © 2007.Purchase Order Communication Options available for delivery of Oracle Purchasing documents to the supplier: ‡ Print and deliver ‡ Fax (Facsimile) ‡ E-Mail (Electronic Mail) ‡ EDI (Electronic Data Interchange) ‡ XML (eXtensible Markup Language) 1 . . All rights reserved. Oracle.

14 Copyright © 2007. .Receiving Process Shipment of goods Inventory Shop Floor Deliver Receipt Inspection Expense 1 . Oracle. All rights reserved.

Receiving Through Oracle Purchasing.15 Copyright © 2007. and internal delivery of the items you receive. quality. inspection. and internal delivery and the quantity. transfer. Oracle Purchasing supports the following methods of receiving: ‡ Standard receipt ‡ Direct receipt ‡ Inspection required 1 . you can control the items you order through receiving. . All rights reserved. Oracle.

All rights reserved.Agenda ‡ Overview of Purchasing activity from requisition to receipt of goods ‡ Major tables used in Purchasing and Receiving: ± ± ± ± Suppliers Purchase Requisition Purchase Orders Receipts ‡ Open interfaces and application program interfaces 1 .16 Copyright © 2007. . Oracle.

Suppliers Window 1 .17 Copyright © 2007. Oracle. All rights reserved. .

Oracle. .Supplier Tables AP_SUPPLIERS HR_EMPLOYEES AP_SUPPLIER_SITES_ALL AP_SUPPLIER_CONTACTS 1 .18 Copyright © 2007. All rights reserved.

19 Copyright © 2007. Oracle. accounting. ‡ Oracle Purchasing uses this information to determine active suppliers.AP_SUPPLIERS ‡ This table stores information about your suppliers. 1 . ‡ Each row includes the supplier name as well as purchasing. and general information. . receiving. payment. All rights reserved. tax. classification. ‡ You need one row for each supplier you define.

bank. purchasing. ‡ Oracle Purchasing uses this information to store supplier address information. payment. and general information.AP_SUPPLIER_SITES_ALL ‡ This table stores information about supplier sites.20 Copyright © 2007. . 1 . supplier reference. ‡ Each row includes the site address. All rights reserved. Oracle.

All rights reserved. . Oracle. 1 . Each row includes the contact name and site.AP_SUPPLIER_CONTACTS This table stores information about supplier site contacts.21 Copyright © 2007.

HR_Employees A view that contains information about employees. All rights reserved. 1 . Related to Supplier Table You must have a row for each requestor. Oracle. or receiver who uses Oracle Purchasing.22 Copyright © 2007. requisition preparer. . buyer. approver.

Agenda ‡ Overview of Purchasing activity from requisition to receipt of goods ‡ Major tables used in Purchasing and Receiving: ± ± ± ± Suppliers Purchase Requisition Purchase Orders Receipts ‡ Open interfaces and application program interfaces 1 .23 Copyright © 2007. All rights reserved. . Oracle.

source your requisitions with the best suppliers.24 Copyright © 2007. you can centralize your purchasing department.Requisitions Window With on-line requisitions. Requisitions (Vision Operations) 1 . All rights reserved. Oracle. . and ensure that you obtain the appropriate management approval before creating purchase orders from requisitions.

Oracle. All rights reserved.Requisitions Tables PO_REQUISITION_HEADERS_ALL HR_EMPLOYEES PO_REQUISITION_LINES_ALL MTL_SYSTEM_ITEMS_B PO_REQ_DISTRIBUTIONS_ALL GL_CODE_COMBINATIONS 1 . .25 Copyright © 2007.

I need«.PO_REQUISITION_HEADERS_ALL ‡ Stores information about requisition headers. ‡ Each row contains the requisition number. ‡ You need one header row for each requisition that you create.. and description.26 Copyright © 2007. All rights reserved. Oracle.! 1 . . preparer status.

All rights reserved. and suggested supplier information for the requisition line. notes. item quantities. Each row contains the line number.PO_REQUISITION_LINES_ALL ‡ ‡ This table stores information about requisition lines. need-by date. item category. . units.27 Copyright © 2007. deliver-to location. Oracle. 1 . item number. prices. requestor. item description.

PO_REQ_DISTRIBUTIONS_ALL ‡ The accounting distributions associated with each requisition line. . ‡ Each row includes the Accounting Flexfield ID and requisition line quantity.28 Copyright © 2007. Oracle. 1 . ‡ Each requisition line must have at least one accounting distribution. All rights reserved.

Oracle. requisition preparer. approver. engineering items. This table holds the definitions for inventory items.Related Tables ‡ HR_EMPLOYEES: View that contains information about employees. ‡ MTL_SYSTEM_ITEMS_B: The definition table for items. ‡ GL_CODE_COMBINATIONS: This table stores valid Accounting Flexfield segment value combinations for each accounting flexfield structure within your general ledger application. and purchasing items. You must have a row for each requestor. buyer. . All rights reserved. 1 . or receiver who uses Oracle Purchasing.29 Copyright © 2007.

30 Copyright © 2007.Agenda ‡ Overview of Purchasing activity from requisition to receipt of goods ‡ Major tables used in Purchasing and Receiving: ± ± ± ± Suppliers Purchase Requisition Purchase Orders Receipts ‡ Open interfaces and application program interfaces 1 . Oracle. . All rights reserved.

All rights reserved.31 Copyright © 2007. .Purchase Orders Window Use the Purchase Orders window to enter standard and planned purchase orders as well as blanket and contract purchase agreements. Purchase Orders (Vision Operations) 1 . Oracle.

32 Copyright © 2007. Oracle. . All rights reserved.Purchasing Documents PO_HEADERS_ALL PO_LINES_ALL PO_ RELEASES_ALL PO_LINE_LOCATIONS_ALL PO_DISTRIBUTIONS_ALL 1 .

All rights reserved. 1 . supplier information.33 Copyright © 2007. notes. foreign currency information. . ‡ Each document must have one header. terms and conditions information. and the document status. ‡ Each row contains buyer information.PO_HEADERS_ALL ‡ Header information for your purchasing documents. Oracle.

item number and category unit. ‡ You need one row for each line you attach to a document. tax information. ‡ Oracle Purchasing uses this information to record and update item and price information. Oracle. price. All rights reserved. 1 . . and quantity ordered for the line. ‡ Each row includes the line number.34 Copyright © 2007.PO_LINES_ALL ‡ Information about each purchase order line.

quantity. ‡ Each row contains the location.35 Copyright © 2007. 1 . . ‡ You must have one row for each schedule or price break you attach to a document line. and RFQs. Oracle. quotations. and dates for each shipment schedule.PO_LINE_LOCATIONS_ALL ‡ This table contains information about purchase order shipment schedules and blanket agreement price breaks. All rights reserved. ‡ Oracle Purchasing uses this information to record delivery schedule information for purchase orders and price break information for blanket purchase orders.

.36 Copyright © 2007. Oracle. The accounting can be created by the account generator based on inventory items or manually entered for expense items. Oracle Purchasing uses this information to record accounting and requisition information for purchase orders and releases.PO_DISTRIBUTIONS_ALL Stores accounting information for a purchase order shipment line. All rights reserved. 1 .

and release number. Each row includes the buyer. All rights reserved. You need one row for each release you issue for a blanket or planned purchase order. Oracle. date.PO_RELEASES_ALL This table contains information about blanket and planned purchase order releases.37 Copyright © 2007. release status. Each release must have at least one purchase order shipment (PO_LINE_LOCATIONS_ALL). 1 . .

Agenda ‡ Overview of Purchasing activity from requisition to receipt of goods ‡ Major tables used in Purchasing and Receiving: ± ± ± ± Suppliers Purchase Requisition Purchase Orders Receipts ‡ Open interfaces and application program interfaces 1 . All rights reserved.38 Copyright © 2007. . Oracle.

Oracle. . Receipts (M1) 1 .39 Copyright © 2007.Receiving Transactions You can receive goods into a receiving location or to their final destination. All rights reserved.

40 Copyright © 2007. . Oracle. All rights reserved.Purchasing Receipts RCV_SHIPMENT_ HEADERS PO_LINE_ LOCATIONS_ALL RCV_SHIPMENT_ LINES MTL_SYSTEM_ ITEMS_B PO_ DISTRIBUTIONS_ALL RCV_ TRANSACTIONS MTL_MATERIAL_ TRANSACTIONS RCV_SUPPLY 1 .

All rights reserved. Oracle. .RCV_SHIPMENT_HEADERS ‡ This table stores common information about the source of your receipts or expected receipts. ‡ Oracle Purchasing does not allow you to group receipts from different sources under one receipt header. 1 . ‡ There is one header per receipt. ‡ You group your receipts by the source type and the source of the receipt.41 Copyright © 2007.

Oracle. All rights reserved. 1 .42 Copyright © 2007. .RCV_SHIPMENT_LINES This table stores Information about items that have been shipped or received from a specific receipt source. It also stores information about the default destination for in-transit shipments.

All rights reserved.RCV_TRANSACTIONS ‡ This table stores historical information about receiving transactions you have performed. the net transaction quantity is maintained in RCV_SUPPLY. When you correct a transaction. The original transaction quantity is not updated. it will never be updated. ‡ Once a row is inserted into this table. Oracle.43 Copyright © 2007. . ‡ You can delete rows from this table using the purge feature of Oracle Purchasing. 1 .

‡ Oracle Purchasing uses the table to track item. Oracle.44 Copyright © 2007. location and source information for each receiving transaction. 1 . All rights reserved.RCV_SUPPLY ‡ This table stores information about on-hand quantities in receiving and inspection. . quantity.

Oracle. . and Reporting Currencies transactions: ‡ GL_PERIOD_STATUSES ‡ GL_DAILY_RATES 1 .45 Copyright © 2007. All rights reserved. period opening and closing.Tables Used in Purchasing The following tables are referenced by Oracle Purchasing for currency conversions.

.46 Copyright © 2007. All rights reserved.Agenda ‡ Overview of Purchasing activity from requisition to receipt of goods ‡ Major tables used in Purchasing and Receiving: ± ± ± ± Suppliers Purchase Requisition Purchase Orders Receipts ‡ Open interfaces and application program interfaces 1 . Oracle.

Requisitions Open Interface Inventory WIP ASCP/MRP Other Systems Demand 1 . All rights reserved.47 Copyright © 2007. Oracle. .

Purchasing Documents Open Interface ‡ ‡ ‡ ‡ ‡ Import and update price/sales catalog information Request for Quotation responses Standard Purchase Orders Blanket Purchase Agreements Catalog Quotations 1 . All rights reserved.48 Copyright © 2007. . Oracle.

1 . . ‡ Advance Shipment Notices (ASNs) sent from suppliers.Receiving Open Interface ‡ Receipt information from other Oracle Applications or your existing non-Oracle systems. Oracle. All rights reserved. ‡ Bar-coded and other receiving information from scanners and radio frequency devices.49 Copyright © 2007.

or Module name PO_REQUISITIONS_INTERFACE_ALL PO_REQ_DIST_INTERFACE_ALL PO_HEADERS_INTERFACE PO_LINES_INTERFACE RCV_HEADERS_INTERFACE RCV_TRANSACTIONS_INTERFACE 1 . View. or Process Table Table Table Table. View.Purchasing Open Interface Tables Interface Name Requisitions Purchasing Documents Receiving Data Flow Direction Inbound Inbound Inbound Table. All rights reserved. .50 Copyright © 2007. Oracle.

All rights reserved.51 Copyright © 2007. . Oracle.Purchasing Application Programming Interfaces (APIs)  Purchasing Order Change API  Cancel Purchase Order API  Custom Pricing API 1 .

Oracle. . All rights reserved.Summary In this lesson. you should have learned the following: ‡ Discuss purchasing activity from requisition to receipt of goods ‡ Identify the major tables used in purchasing and receiving: ± ± ± ± Suppliers Purchase Requisition Purchase Orders Receipts ‡ Discuss the open interfaces and application program interfaces for purchasing 1 .52 Copyright © 2007.

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